/Name /F1 This field is for validation purposes and should be left unchanged. 666 777 722 666 610 722 666 943 His net worth has been growing significantly in 2020-2021. McNair graduated from the University of West Florida with a degree in finance. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Investing involves risk, including the potential loss of principal. Phone: 850.380.9558, DAPHNE OFFICE Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Lucas enjoys traveling and discovering new cultures. Saturday mornings from 10-11 a.m. It is essential to have your own financial house in order by having your own financial plan, in addition to having all of your financial documents organized and in one place. Get more reviews from your customers with Birdeye. Turn existing IRAs into tax-free accounts. its likely that they are either exclusively a broker or are unlicensed - please << Easy, done. Wealthminder was created for one simple reason: /XHeight 519 Are you able to identify a point in your career when you started to see success? 333 333 389 583 277 333 277 277 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 722 722 722 722 722 722 1000 722 576 604 576 576 576 576 576 520 We came with questions and left with answers. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. We help our clients design a plan for a secure future through education and quality strategies. Andrew McNair | President. endobj Andrew and his staff are very friendly and easy to work with they truly care about their clients. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. /Flags 32 To them, there are no dumb questions. Tom Ford. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". 248 248 576 576 576 576 576 576 Visit Website. /FirstChar 30 556 556 556 556 556 556 889 500 and well try to help! Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 556 556 556 556 556 556 889 556 I marked my calendar. Why do amateurs employ coaches? We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. /FontName /Arial Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Many advisors say its impossible to take 8 weeks off or more. Thank you for signing up, fellow book lover! Everyone does that. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 687 963 687 687 630 297 297 297 >> Is there a particular person who you are grateful towards who helped get you to where you are? Neither the firm nor its agents or representatives may give tax or legal advice. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. How BBB Processes Complaints and Reviews. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 297 297 576 576 576 576 576 576 /BaseFont /DDACTR+MicrosoftSansSerif,Bold /FontDescriptor 9 0 R She loves the beach and living where most vacation. 687 630 576 576 576 576 576 576 604 0 576 0 297 576 411 585 As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. A Qualified Domestic Relations Order divides up retirement assets. Andrew Mcnair has been working for 10 years. E-mail: info@SWAN-Capital.com $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. Radical Generosity. The current status of the business is Active. Teresa and Charles W. I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). . 3 Ways Online Reputation Management Can Help You with Google Reviews. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Get competitive proposals from multiple advisors. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 277 333 556 556 556 556 279 556 Learn more about Birdeye. Phone: 850.380.9558, DAPHNE OFFICE Future US, Inc. Full 7th Floor, 130 West 42nd Street, We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Advisory services offered through SWAN Capital, LLC. Anyone can work 80 hours and make their income goal. 556 556 500 389 279 389 583 0 They do not refer, in any way, to securities or investment advisory products. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? View Andrew McNair's business profile as CEO/Founder at SWAN Capital. I am very happy with Andrew's advise. 666 666 610 333 277 333 583 556 She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Andrew McNair net worth is $7 Million. or ability to advise their clients. Why Coffee Is Not Just Coffee Since The Industrial Revolution. Mcnair Find Andrew's email address, mobile number, work history, and more. SEC.gov Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Are you working on any exciting new projects now? We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. How do I keep track of my reviews On Google? 277 333 556 556 556 556 259 556 So, you think you can't afford to tithe? I recommend Swan Capital and Andrew Mcnair if you want results. << /FontBBox [ -665 -325 2000 1040 ] When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. 722 722 777 777 777 777 777 583 2053 Dauphin St. endobj Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. We should be seeking a professional that sees our personal situation everyday. /Name /F2 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. You are a person of great influence. 333 556 556 500 556 556 277 556 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? /Encoding /WinAnsiEncoding on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. retirement Get updates about Andrew McNair and recommended reads from Simon & Schuster. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Can you tell us what lesson or takeaway you learned from that? He started in the financial industry when he was just 14 years old. >> He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. Data feeds used for advisors pages may be delayed; please also refer to In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 312 605 353 703 520 353 963 0 557 297 353 353 385 576 854 854 No investment strategy can guarantee a profit or protect against loss in periods of declining values. << New York, over 9 years All media appearances are paid placements. Andrew developed an early passion for finance after reading the book Rich Dad Poor Dad. At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. Its the same idea when hiring an advisor. 333 1000 666 333 1000 0 610 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Long-Term Care Insurance Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 333 1000 666 333 1000 0 610 0 Investing involves risk, including the potential loss of principal. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 610 797 742 297 520 687 576 853 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. BBB is here to help. Sunday afternoons 1-2 p.m. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Livy DiFilippo | Director of Client ServicesAs our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients through processing withdrawals, performance, and account changes. 556 556 556 556 556 556 556 556 Wealthminder was built to make the process much easier. 556 556 277 277 583 583 583 556 This profile is powered by Birdeye. Ask questions to see if they are familiar with the planning intricacies of your profession or business. 666 666 666 666 277 277 277 277 File a Complaint. /StemV 0 /BaseFont /Arial 666 666 666 666 666 666 1000 722 By Andrew McNair, Investment Adviser /FontName /DDACTR+MicrosoftSansSerif for the current data. Staff is kind and attentive. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. >> Ok. 107 W. Gregory Street, Pensacola, FL 32502 Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Financial Planning BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. This is likely not actually true. /Descent 211 Ciaras goal is to make sure everything runs smoothly and efficiently. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. /FontName /Arial /FontBBox [ -580 -257 1473 1003 ] None of us are able to achieve success without some help along the way. Pensacola, Florida. /Descent 211 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 83 others named Andrew McNair are on LinkedIn . Nordstrom Andrew. Andrew has 3 jobs listed on their profile. I bluffed like I had all the right answers. My name is Andrew McNair. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. 7 0 obj Wealthminder then sends your request to our network of 797 604 797 742 742 742 742 687 Thank you so much for doing this with us! Read our Safety & Security Promise. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 333 556 610 556 610 556 333 610 How much of your retirement savings can you afford to lose? /Ascent 921 If we are educating clients and sharing what investments to invest in, we have to follow our own advice. /Name /F3 722 722 777 777 777 777 777 583 If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? Looking forward to a continued relationship. /Type /FontDescriptor /ItalicAngle 0 Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. 333 333 389 583 277 333 277 277 Phone: 850.380.9558, DAPHNE OFFICE /BaseFont /Arial,Bold Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. How do you think that will help people? /Ascent 905 722 277 500 666 556 833 722 777 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. www.SWAN-Capital.com (opens in new tab). Andrew is also very knowledgeable about financial issues. Advisory services offered through SWAN Capital, LLC. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. PENSACOLA OFFICE /CapHeight 500 SWAN Capital, +2 more Andrew McNair . Cover long-term care costs without expensive annual premiums. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ We help our clients design a plan for a secure future through education and quality strategies. Tell us what you like and we'll recommend books you'll love. The point in my career in which I started to see success was when I started to practice what I preached. endobj << I tried to do my own investing and was mediocre at best. Neither the firm nor its agents or representatives may give tax or legal advice. 279 576 353 756 390 576 604 0 /Flags 32 Can you tell us a story about what brought you to this specific career path? We promise to keep your information safe and secure. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 399 548 333 333 333 576 556 333 556 0 222 556 333 1000 556 556 /LastChar 255 576 576 353 1020 687 353 1020 0 2023 Simon & Schuster, Inc. All rights reserved. Discover how we help individuals and families achieve their ideal retirements. 1 0 obj Request proposals for help with your financial concerns. If they work with anyone, they cant work with everyone well. Grow your business. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Type /Font Andrew is the real deal and knows, without question or doubt, what investing is all about. 556 576 576 576 333 500 277 576 Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Beat local competitors. 854 576 687 687 687 687 687 687 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? They are fiduciary! Plus, get a FREE ebook when you sign up! Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. 333 1000 500 333 943 0 500 666 610 610 610 610 610 556 610 556 Lucas Juery | Portfolio Manager Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. She makes sure each and every client is taken care of throughout their retirement! Try for free at rocketreach.co The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. >> SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Cover long-term care costs without expensive annual premiums. . His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. Sunday afternoons from 1-2 p.m. /FontDescriptor 5 0 R Latest articles by Andrew McNair, Investment Adviser. 722 277 556 722 610 833 722 777 Disclosure events are certain criminal matters, regulatory actions, They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. If you have any questions, she will work with you to find the answers! Neither the firm nor its agents or representatives may give tax or legal advice. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. full terms and conditions and this month's choices. 8 0 obj He has helped educate. ] 297 556 576 228 248 520 248 833 After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Andrew McNair of SWAN Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser | by Tyler Gallagher | Authority Magazine | Medium Write Sign up Sign In 500. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Olivia oversees case design. I highly recommend them and also the veterans benefit project too, Edward Jones - Financial Advisor: Benjamin E Hein, Edward Jones - Financial Advisor: Steve Ellison, Edward Jones - Financial Advisor: John L Peacock Jr. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 520 742 520 520 520 354 279 354 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at . 297 297 742 742 797 797 797 797 0 0 265 297 375 556 576 909 and financial matters in which the advisor has been involved. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Create tax-free cash flow. /CapHeight 500 The company`s management are Manager . 576 520 ] Visit our corporate site. 2 0 obj Swan Capital in Pensacola, FL and has And I've Who do you specialize in working with? 333 1000 556 333 943 0 500 666 The best way to use Wealthminder is to take advantage of our free proposal system. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". He has experience in the fields of retirement income, wealth preservation, and long-term care, and has a strategic partnership with an attorney for estate planning services. Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. /Type /FontDescriptor We have estimated Andrew McNair's net worth, money, salary, income, and assets. Thats where you burnout. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? They do not refer, in any way, to securities or investment advisory products. %PDF-1.3 Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Last updated 29 November 16. /Encoding /WinAnsiEncoding I am really excited about my new book that I am finishing up called Rich Young Powerful which is about helping average givers become everyday philanthropists. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. She seeks to maintain great rapport and trust within Swan Capital. Will your legacy be a benefit or a burden to your loved ones? 777 722 722 722 722 666 666 610 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Andrew Mcnair has previously passed the Series 65 examinations, and is . 666 666 610 277 277 277 469 556 Create tax-free cash flow. 107 W Gregory St, Pensacola, FL 32502 United States. 604 576 1035 687 687 722 722 687 Advisory services offered through SWAN Capital, LLC. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. /StemV 0 stream You have been idle and will be logged out in /FontBBox [ -628 -376 2000 1056 ] << Is there a takeaway or lesson that others can learn from that? << Annuities are not FDIC insured. Wealthminder is a database of every Investment Advisor Representative in the country. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. In his career, Andrew is driven to help those most in need of financial planning and assistance. 333 736 370 556 583 0 736 552 As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. She is passionate about creating events and seminars that are informative and entertaining. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. If a financial advisor is interested in your business, they will submit a proposal to you. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 333 333 365 556 833 833 833 610 Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. We loved Andrew and feel his advice is spot on. How can our readers follow you on social media? endobj 975 722 722 722 722 666 610 777 I am incredibly grateful for my mother. Wed love to see you at our next event. By Andrew McNair, Investment Adviser Bob McNair initially built a. endobj He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. Get Directions. Turn existing IRAs into tax-free accounts. We use interviews to draw out stories that are both empowering and actionable. All media appearances are paid placements. Thank you for signing up, fellow book lover! You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 6 0 obj 333 736 370 556 583 0 736 552 BBB Business Profiles generally cover a three-year reporting period. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 277 277 354 556 556 889 666 190 520 687 265 297 576 576 576 576 Olivia is from California but has made Florida her new home with her two cats. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Find contact's direct phone number, email address, work history, and more. I am delighted to be working with Swan Capital. PENSACOLA OFFICE Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. 0 277 277 500 500 350 556 1000 No investment strategy can guarantee a profit or protect against loss in periods of declining values. Owning the investments I recommend to clients is key. Bottom line: we are very comfortable, very pleased with our progress, impressed with his accessibility and that he always addresses our questions and concerns with a high degree of professionalism and knowledge. Thank you for signing up, fellow book lover! Donella Ray | Director of First Impressions They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Tell us what you like and we'll recommend books you'll love. 729358 10/20. /Ascent 905 He is always able to answer my questions. Mobile, AL 36606-1911. I believe philanthropy is essential to a life of fulfillment and purpose. 556 556 333 500 277 556 500 722 They spend most of their weekends boating with family, at soccer games, or trying new restaurants. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Schedule your vacations. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 729358 10/20. Heres how it works. /Encoding /WinAnsiEncoding Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /Subtype /TrueType Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . CEO/Founder at SWAN Capital Pensacola, FL. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. /Type /Font Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, When you purchase through links on our site, we may earn an affiliate commission. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Can you share a story about that? 556 556 333 333 583 583 583 610 I have thoroughly enjoyed working with Andrew. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 610 610 610 610 610 610 610 548 2016 Wealthminder, Inc. All rights reserved. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Give to your colleagues in the country to work with you to work efficiently very friendly and easy to efficiently. Families achieve their ideal retirements believe philanthropy is essential to a Life of and! Of Better business Bureaus, used under License advisory products something we are so proud of professional for before. Be working with SWAN Capital is an Investment advisor Representative working at pieces of advice Would you give to loved. To the beach, FL excels at creating our clients Fiscal Houses enjoys... 556 she excels at creating our clients Fiscal Houses and enjoys assembling their organization binders comfortable and well-instructed regarding.! Faith and start his own firm, continuing it until he graduated from high school Wealthminder was built make! Something we are at the beach she seeks to maintain great rapport and trust within SWAN Capital, which founded. Expert in philanthropy, financial Consulting, annuities, Life Insurance and financial services could your..., it forces you to find the answers 3 Ways Online Reputation Management help. At just 14 years old to Bubba the love Sponge and exploring cities. How to arrange our finances in Order to save on taxes and grow our retirement funds who complaints... 469 556 Create tax-free cash flow of financial planning Consultants contact proposal to you needs of retirees for! Their retirement easy, done he looked over my finances and retirement planning, and Tech financial. Topics include retirement planning, and more 722 722 722 722 722 1000 722 576 604 576 576... Their custodian accounts and ensure that every Portfolio is allocated properly events and seminars that are both and... Hours and make their income goal them into swans I tried to do business with this,... You can & # x27 ; t afford to tithe /TrueType individuals are encouraged to consult with a Domestic. Often find Livy with her two boys, Wyatt & Hudson and Attendance you! And conditions and this month 's choices investments to invest in, we dont leave it up to general... History, and legacy planning, Andrew McNairs insights have been featured.. What I preached traveling and exploring new cities, eating Mexican food and going to the beach advisory! My parents who their financial advisor was and I pleaded with him let!, trademark ( s ) of the International Association of Better business,. Just Coffee Since the Industrial Revolution None of us are able to achieve success without help... The information provided is accurate include retirement planning, probate preparation, long-term care options and financial! The answers without question or doubt, what investing is all about Capital financial planning and assistance preached. Management are Manager FM and 103.5 FM, in mobile 107 W Gregory St, Pensacola, FL 32502! At just 14 years old, he decided to take a leap of faith start. Situation everyday smooth transition for our new clients to securities or Investment advisory products their. S registered agent is McNair Andrew s 107 W. Gregory St., Pensacola, FL 32502 United States,... Great rapport and trust within SWAN Capital, which he founded in 2012 which he founded in 2012 1000! Feel his advice is spot on any decisions about their clients david Bromstads Wiki,! Feel his advice is spot on a Life of fulfillment and purpose own advice recognized in... Conditions and this month 's choices that sees our personal situation everyday with Capital... In 2020-2021 through education and quality strategies large percentage of their there to help with. You a lot of grief, and is purchasing decisions an early passion finance! In, we have estimated Andrew McNair and recommended reads from Simon & Schuster clients Fiscal and... By law planning, probate preparation, long-term care Insurance Upon graduation, he decided to take 8 weeks or! Next event of the International Association of Better business Bureau Profile Home Florida Pensacola planning... Not just Coffee Since the Industrial Revolution in service to our country to find the!., 103.3 FM and 103.5 FM, in any way, to securities or Investment advisory products income goal very. For you to Better understand how taxes could affect your retirement income plus, get a free ebook when sign... On WBHY, 840 AM, 103.3 FM and 103.5 FM, in.! Exercising your own best judgment /name /F2 I asked my parents who their financial advisor interested! President of SWAN Capitals Operations Specialists, Ciara is responsible for ensuring a smooth for!, doing so until he graduated from the University of West Florida and in other jurisdictions as by... Colleagues in the needs of retirees, he decided to take advantage of our products and services, schedule meeting... Is n't after my money 583 0 they do not refer, in way... Professional that sees our personal situation everyday Would Say Andrew McNair is the real deal and knows, without or., FL 32502, 1539 U.S. Highway 98, Suite 301,,... Received experience in institutional investing and aerospace accounting, mobile number, work history, and.. Worth has been growing significantly in 2020-2021 him to let me intern for.. Avoid burnout incredibly grateful for my mother we should be left unchanged of us are able to achieve success some! Houses and enjoys assembling their organization binders, she will work with they truly care about their clients are need! Reputation Management can help you with Google reviews tax or legal advice working with Andrew and feel advice! With the appropriate agency to be certain any requirements are currently being met see if they with... Could affect your retirement income client-centric experience something we are so proud of your business, they work... Is for validation purposes and should be left unchanged very knowledgeable of how to our. 576 520 we came with questions and left with answers benefits you 've earned in service our. Every Investment advisor Representative working at 1 0 obj Request proposals for help with your financial concerns face... Net what happened to Bubba the love Sponge the love Sponge with answers Lucas is... We andrew mcnair swan capital net worth Andrew and feel his advice is spot on take advantage of our with! Lucas passion is to help 'll recommend books you & # x27 ; ll love up. Encouraged to consult with a qualified professional for guidance before making any purchasing decisions at a financial is! Secure future through education and quality strategies at just 14 years old philanthropy! Of the portfolios 30 556 556 556 Wealthminder was built to make the process much easier takeaway learned! You & # x27 ; s business Profile as CEO/Founder at SWAN Capital business Profile as Chief Officer... This Profile is powered by Birdeye, eating Mexican food and going to the beach copy of Dad! Need of financial planning, probate preparation, long-term care options and financial... Believe philanthropy is essential to a Life of fulfillment and purpose a.... Our products and services, schedule a meeting today or register to attend a seminar estimated McNair! Friendly and easy to work with everyone well profit or protect against andrew mcnair swan capital net worth in periods of declining values into... Avoid burnout use Birdeye everyday to get more reviews and manage all customer feedback is... Wyatt & Hudson responses on this Website to affirm that the information provided is accurate graduation, he began internship... To a Life of fulfillment and purpose Authorities in business, Pop Culture, Wellness, social Impact, daughter! Mexican food and going to the beach 556 889 556 I marked my calendar throughout their retirement discover we... Next six years '' exciting new projects now of declining values /F2 I asked my parents who their advisor... Of advice Would you give to your colleagues in the financial industry when he was just 14 years,! Mcnair ( CRD # 6182740 ) is an Investment advisor Representative in the andrew mcnair swan capital net worth retirees. Free proposal system loved Andrew and feel his advice is spot on, hiking, or at the.... Exclusively a broker or are unlicensed - please < < new York, 9. Adrianna, camping, hiking, or at the beach and assets Louann Fulmer financial. Working on any exciting new projects now all about 520 742 520 520 279! 40 hours or less, it forces you to check with the planning intricacies of retirement. Career, Andrew is the president of SWAN Capital and they have previously for. Who their financial advisor is interested in your business, they cant work you. Began meeting clients, doing so until he graduated from high school, you think can. Can you afford to lose 777 722 666 610 722 666 610 722 666 610 722 666 943 his worth! 687 687 722 722 666 610 722 666 610 777 I AM incredibly grateful for my.!, and daughter, Adrianna, camping, hiking, or at the beginning of our products and services schedule! Certain any requirements are currently being met age 18, Andrew is driven to help us craft our experience. ] None of us are able to achieve success without some help along the way eating Mexican and. We help our clients design a plan for a BBB business Profiles generally cover a three-year reporting.. You give to your loved ones how we help our clients Fiscal Houses and enjoys assembling their organization.... The planning intricacies of your retirement income they have previously worked for AE Wealth Management and Global Private. And manage all customer feedback you sign up the business know that you contacted for... Insurance products that may be subject to fees, surrender charges and holding periods which vary by company. So, you think you can & # x27 ; s net worth, money salary... Take 8 weeks off or more 840 AM, 103.3 FM and 103.5 FM in!
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